Sunday, October 27, 2019

WHATS YOUR INVESTMENT STRATEGY?

Greetings,

"It's only by sticking to a strategy through good years and bad that you'll maximize your long term gains......PETER LYNCH




Investors who are successful have been observed too have a strategy.
Whether it's Warren Buffet, Rakesh Jhunjhunwala, each one of them follow a strategy and stick to it.

Same is the case with even FUND HOUSES too.


Strategy of HDFC AMC
They follow SLR concept ...
SAFETY
LIQUIDITY
RETURNS ......


Strategy of TEMPLETON AMC ( debt funds )
They follow
LADDERING METHOD ...
EVERY month one CP OR NCD OR PPD must mature and get cash in to portfolio ....


Birla uses BARR concept for their EQUITY buying

The new AMC in Indian MF, the ITI MUTUAL FUND believes in
S - Safety
Q - Quality
L - Leverage


six common investment strategies among fund managers, including:
  • Top-down investing
  • Bottom-up investing
  • Fundamental analysis
  • Technical analysis
  • Contrarian investing
  • Dividend investing


INVESTOR'S STRATEGY : 
An investors strategy will basically depend on his RISK PROFILE  which obviously includes, your
Risk Appetite
Age
Investment Objective
Your Income durability
Your Goals


Then comes HOW YOU GO ABOUT IT.
The HOW YOU GO ABOUT IT is in other words is INVESTMENT STRATEGY. 
It could be Aggressive, Moderate, Defensive, mix of assets, and more.
Needs lots of brainstorming and deep hard thinking and analysis.


Trying to invest without a strategy in place is like going to an EXAM without reading anything.  You may have the best of writing instruments, but it makes ZERO sense when you don't haven't READ the syllabus.

All successful investor have a Strategy.

Different Stages of Life need Different Investment Strategy

Do you have one ?

Krishna’s guidance helped Pandavas emerge victorious in the war.
Lesson: Wrong instrument choices and poor performance can be resolved with the right strategy.




Best strategy is to have a FINANCIAL ADVISOR who guides and handholds you to SUPER SUCCESS !


Find that Advisor and 50% of your job is done.

Yes you may successful IN YOUR field but
Success in Life Doesn’t Always Equate Into Financial Acumen

A Financial Advisor is a necessity.
Just like you need to look at different models of car including its style, price etc before buying..... Investment needs to have a process in place.



The Biggest advantage of having a Financial Advisor is the Financial Advisor ensures makes sure you avoid MISTAKES

The difference between a okayish strategy and a Good strategy could well result in difference of CRORES.
Dont try to save few THOUSANDS and lose CRORES.

Dont be #PAISAWISERUPEEFOOLISH




Remember HOPE IS NEVER EVER A GOOD STRATEGY


ALL THE BEST


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